
Ep 346. Q&A: Investing Mistakes, Holding Compounders, ROIC, FCF + Growth
Focused Compounding
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Indexing Has Affecting Market Shares?
Do you believe in the hypothesis that years of inflows and passive investing has affected the overall price level of the index, a K indexing gaining market share and pushing prices higher as it happens? What do you think? Yes. One would assume it has an effect on companies in the index versus not in the index. We buy things that are not generally in indexes, not in the tier, you know, all that sort of stuff. So there you go. I mean, I think Try makes a good point. He said, I would assume so. They focus on overlooked non index companies for a reason. They expect lower prices all else equal. I don't know lower prices, but
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